Process Excellence Specialist

About Julius Baer and Role Overview

At Julius Baer, individual talents are celebrated, encouraging impact, entrepreneurship, empowerment, and value creation beyond financial wealth. Join us in transforming the future of wealth management. We are engaged in a comprehensive digital transformation to elevate client experiences across private banking and intermediaries worldwide. As part of the Digital Business Transformation Team in Asia, this role supports business growth in Singapore and Hong Kong by enhancing client service, operational efficiency, and flexibility through collaboration with business and IT stakeholders.

Key Responsibilities

• Maintain and prioritize the APAC Target Operating Model (TOM) and process excellence initiatives, ensuring alignment with global standards and regional requirements.
• Conduct comprehensive diagnostics including value stream mapping and assessments of current and future operating models.
• Identify opportunities for efficiency gains, automation, risk mitigation, and improved client experience using Lean Six Sigma methodologies and data analysis.
• Establish baselines, KPIs, and success metrics with management, monitoring and reporting measurable benefits.
• Develop and execute implementation strategies, maintain revised controls, and ensure audit-compliant documentation.
• Meet project deadlines and milestones effectively.
• Lead structured change management activities including readiness evaluations, communications, and training for process redesign efforts.
• Collaborate with Digital Delivery and Technology teams to integrate automation tools, process mining, and digital solutions.
• Support Agile methodologies by contributing to requirements, user stories, and backlog grooming as necessary.
• Ensure redesigned processes comply with legal, regulatory, audit, risk, and conduct standards, maintaining clear documentation for audit readiness.
• Promote adoption of enhanced processes and monitor performance post-implementation.

Required Skills and Competencies

• Expertise in process redesign, value stream mapping, operating model frameworks, and control environments.
• Lean Six Sigma Green Belt certification (minimum) with proficiency in DMAIC cycles, root cause analysis, and continuous improvement.
• Knowledge of digital enablement tools such as process mining, Robotic Process Automation (RPA), Business Process Management (BPM), and analytics platforms.
• Strong analytical aptitude for data-driven decision-making and benefit quantification.
• Experience in applying structured change management models (e.g., ADKAR) to foster organizational adoption.
• Understanding of regulatory compliance, operational risk, and audit requirements specific to banking.
• Capability to influence senior stakeholders and lead cross-functional teams without direct authority.
• Strategic mentality to develop roadmaps, prioritize initiatives, and balance business constraints.
• Proven record of delivering results under pressure with excellent planning and follow-through skills.
• Effective communication and facilitation skills, with the ability to lead workshops and presentations.
• Collaborative approach across various operational functions and geographical locations.
• Self-motivation, adaptability, and a proactive attitude toward continuous improvement in dynamic environments.

Qualifications and Experience

• Bachelor’s degree minimum, with over 5 years of experience in process excellence or TOM roles within banking, preferably private banking.
• Lean Six Sigma Green Belt certification or equivalent experience is preferred.
• Demonstrable cross-functional project delivery with measurable business impact in multi-regional settings.
• Strong stakeholder engagement, communication, and facilitation capabilities.
• Experience managing teams or projects across multiple locations without direct reporting lines.
• Familiarity with Business Intelligence tools such as Tableau, Qlik, or Power BI is advantageous.
• Additional certifications such as Black Belt, PROSCI/ADKAR, or Agile are beneficial.
• Exposure to platforms like Signavio, ARIS, Celonis, or workflow automation systems is a plus.

Regulatory and Ethical Standards

The role requires adherence to essential values such as honesty, integrity, diligence, fair customer treatment, conflict of interest management, competence, risk management, and compliance with relevant laws and standards.